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In global institutional assets under management

 

Source: Pensions & Investments 2016

Working with financial advisers in the US

With investors in Dimensional* strategies

Robert Merton
ROBERT MERTON
Nobel laureate, 1997 Professor, MIT; Resident Scientist, Dimensional Holdings
“Knowing that someone has the incentive to work for you, rather than do something else, is pretty fundamental.”

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

Dimensional Funds ICVC, Dimensional Funds Plc and Dimensional Funds II Plc (together the “Dimensional funds”) are offered solely under the terms and conditions of the respective fund’s current prospectus and applicable Key Investor Information Document (KIID). Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus and KIIDs carefully before investing. The latest version of the prospectus (available in English) and applicable KIIDs (available in English and the appropriate local language) may be obtained at dimensional.com or by contacting the fund’s administrator, or its investment manager at +44 (0)20 3033 3300.

Issued by Dimensional Fund Advisors Ltd. (DFAL), 20 Triton Street, Regent’s Place, London, NW1 3BF. Company Number 02569601. DFAL is authorised and regulated by the Financial Conduct Authority (FCA) - Firm Reference No. 150100.

DFAL does not give financial advice. You are responsible for deciding whether an investment is suitable for your personal circumstances, and we recommend that a financial adviser helps you with that decision. Please read the ‘Important Information’.

DFAL issues information and materials in English and may also issue information and materials in certain other languages. The recipient’s continued acceptance of information and materials from DFAL will constitute the recipient’s consent to be provided with such information and materials, where relevant, in more than one language.

*“Dimensional Global Firms” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd. Dimensional Directors refers to the Board of Directors of the general partner of Dimensional Fund Advisors LP.

Find an Adviser tool for informational purposes only. Dimensional makes no representation as to the suitability of any adviser, and we do not endorse, recommend, or guarantee the services of any adviser. We urge you to carefully evaluate any adviser whom you may consider hiring. You are responsible for monitoring your adviser’s investment performance. We will not supervise or monitor the adviser’s activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your adviser manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an adviser.

Robert Merton provides consulting services to an affiliate of Dimensional Fund Advisors Ltd.

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